Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$916,945
+$45,147 QoQ
Shares Held
7,244
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,141
of 2,446 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venture Visionary Partners LLC holds $30,705,129 across 12 Utilities - Regulated Electric names. DUK ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,917 | $12,192,745 | |
| 2 | AEP |
American Electric Power Co Inc
|
66,046 | $9,035,753 | |
| 3 | CMS |
Cms Energy Corp
|
27,458 | $2,100,537 | |
| 4 | SO |
Southern Co
|
20,384 | $1,950,952 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,831 | $1,264,735 | |
| 6 | DUK |
Duke Energy CORP
This page
|
7,244 | $916,945 | |
| 7 | D |
Dominion Energy, Inc
|
11,345 | $774,750 | |
| 8 | ED |
Consolidated Edison Inc
|
6,279 | $694,645 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,945 | 7,244 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $871,798 | 6,658 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $821,759 | 7,011 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $834,322 | 6,742 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $807,946 | 6,847 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $792,073 | 6,494 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $616,488 | 5,722 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $673,006 | 5,837 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $622,227 | 6,208 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $585,288 | 6,052 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $617,562 | 6,364 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $556,744 | 6,308 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $533,594 | 5,946 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $785,169 | 8,139 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $871,398 | 8,461 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $777,554 | 8,359 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $930,046 | 8,675 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $965,524 | 8,647 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $864,480 | 8,241 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $801,311 | 8,211 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $623,910 | 6,320 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $638,642 | 6,616 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $385,833 | 4,214 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||